AESR vs FMUB
Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and FIDELITY MUNICIPAL BOND OPPORTUNITIES ETF (FMUB, ETF).
AESR vs FMUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AESR
$243M
FMUB
$243M
Expense Ratio
AESR
0.97%
Winner
FMUB
0.30%
Max Drawdown
AESR
31.06%
Winner
FMUB
2.49%
Sharpe Ratio
Winner
AESR
1.12
FMUB
0.39
5Y Beta
AESR
1.11
Winner
FMUB
0.05
5Y Dividends CAGR
AESR
157.86%
FMUB
N/A
AESR vs FMUB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AESR
+1.96%
FMUB
+0.16%
3M
Winner
AESR
+0.78%
FMUB
+0.42%
6M
Winner
AESR
+11.86%
FMUB
-0.63%
1Y
Winner
AESR
+25.17%
FMUB
+4.76%
5Y(CAGR)
AESR
+13.33%
FMUB
N/A
Max(CAGR)
Winner
AESR
+15.88%
FMUB
+5.59%
AESR vs FMUB - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AESR | FMUB |
|---|---|---|
| 2026 | +16.12% | +0.93% |
| 2025 | +20.47% | +6.63% |
| 2024 | +27.11% | N/A |
| 2023 | +21.99% | N/A |
| 2022 | -18.11% | N/A |
| 2021 | +26.93% | N/A |
| 2020 | +18.81% | N/A |
| 2019 | +0.77% | N/A |
AESR vs FMUB Drawdown Comparison
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for FMUB was -2.49%, occurring on Mar 27, 2026. Recovery took 67 trading sessions.
The current AESR drawdown is -4.21%. The current FMUB drawdown is -1.47%.
| Rank | AESR | FMUB |
|---|---|---|
| #1 | -31.06% Feb 14, 2020 - Aug 3, 2020 | -2.49% Feb 27, 2026 - Jun 4, 2026 |
| #2 | -25.04% Jan 3, 2022 - Jan 18, 2024 | -1.66% Jul 7, 2026 - Jul 23, 2026 |
| #3 | -19.85% Feb 19, 2025 - Jun 23, 2025 | -1.41% Apr 14, 2025 - Jun 12, 2025 |
| #4 | -9.96% Sep 2, 2020 - Dec 1, 2020 | -0.93% Apr 7, 2025 - Apr 11, 2025 |
| #5 | -9.82% Feb 25, 2026 - Apr 13, 2026 | -0.70% Jul 2, 2025 - Aug 1, 2025 |
| #6 | -9.76% Jul 10, 2024 - Sep 26, 2024 | -0.47% Jan 9, 2026 - Feb 2, 2026 |
| #7 | -9.03% Jun 15, 2026 - Jul 29, 2026 | -0.42% Sep 22, 2025 - Oct 10, 2025 |
| #8 | -8.49% Oct 27, 2025 - Dec 24, 2025 | -0.39% Oct 22, 2025 - Nov 11, 2025 |
| #9 | -6.43% Mar 21, 2024 - May 15, 2024 | -0.38% Nov 11, 2025 - Nov 25, 2025 |
| #10 | -5.50% Jun 2, 2026 - Jun 15, 2026 | -0.34% Nov 26, 2025 - Dec 29, 2025 |
| #11 | -5.36% Sep 2, 2021 - Oct 21, 2021 | -0.26% Jun 4, 2026 - Jun 16, 2026 |
| #12 | -4.73% Dec 4, 2024 - Jan 22, 2025 | -0.25% Aug 29, 2025 - Sep 3, 2025 |
| #13 | -4.65% Jan 29, 2026 - Feb 25, 2026 | -0.19% Jun 12, 2025 - Jun 17, 2025 |
| #14 | -4.55% Feb 16, 2021 - Mar 11, 2021 | -0.18% Jun 23, 2025 - Jun 30, 2025 |
| #15 | -4.45% Nov 18, 2021 - Dec 27, 2021 | -0.18% Aug 5, 2025 - Aug 11, 2025 |
Correlation
Correlation between AESR and FMUB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2019 - 2026)
AESR vs FMUB dividend yield comparison.
| Year | AESR | FMUB |
|---|---|---|
| 2026 | 0.00% | 1.93% |
| 2025 | 23.02% | 2.63% |
| 2024 | 0.17% | 0.00% |
| 2023 | 0.33% | 0.00% |
| 2022 | 0.73% | 0.00% |
| 2021 | 6.59% | 0.00% |
| 2020 | 1.06% | 0.00% |
| 2019 | 0.33% | 0.00% |
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